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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
6401
AFS
Anderson Financial Strategies
Ohio
$1.77M +$1.67M 1 0.92% New
6402
NSG
Nalls Sherbakoff Group
Tennessee
$1.77M -$588K 11 1.26% Reduced
6403
DWM
DWR Wealth Management
California
$1.76M +$178K 2 1.32% Increased
6404
JRFS
James Reed Financial Services
Ohio
$1.76M +$310K 4 1.35% Increased
6405
OPOWM
One Plus One Wealth Management
Florida
$1.76M +$873K 2 0.76% Increased
6406
RSWA
Robinson Smith Wealth Advisors
Maine
$1.75M +$1.03M 5 1.05% Increased
6407
MF
Midwestern Financial
Iowa
$1.74M +$2.47K 1 1.22% Increased
6408
LIA
Luken Investment Analytics
Tennessee
$1.73M $0 8 0.61% Maintained
6409
CWM
CarsonAllaria Wealth Management
Illinois
$1.73M +$292K 3 0.75% Increased
6410
HIW
Holos Integrated Wealth
Pennsylvania
$1.73M -$168K 14 0.81% Reduced
6411
MWA
Martel Wealth Advisors
Washington
$1.73M +$542K 2 0.27% Increased
6412
FI
FWG Investments
Kentucky
$1.72M -$37K 3 0.91% Reduced
6413
CC
Capstone Capital
Nevada
$1.71M +$676K 5 0.98% Increased
6414
BSTWA
Blake Schutter Theil Wealth Advisors
Ohio
$1.71M -$250K 4 1.16% Reduced
6415
CAG
Compass Advisory Group
New York
$1.7M +$148K 3 0.4% Increased
6416
LCG
Luxor Capital Group
New York
$1.7M -$80.5M 1 0.07% Reduced
6417
MAS
Madden Advisory Services
Florida
$1.7M -$51.3K 1 0.61% Reduced
6418
KHC
Koesten Hirschmann & Crabtree
Kansas
$1.69M +$171K 3 0.71% Increased
6419
HIA
HFM Investment Advisors
New Jersey
$1.69M +$193K 50 0.59% Increased
6420
TF
Tandem Financial
Colorado
$1.68M +$166K 4 0.51% Increased
6421
Ruffer LLP
Ruffer LLP
United Kingdom
$1.68M -$12.8M 1 0.06% Reduced
6422
IWS
Intentional Wealth Strategies
Colorado
$1.68M -$756K 5 1.58% Reduced
6423
CFS
CGC Financial Services
Oregon
$1.68M -$199K 13 0.38% Reduced
6424
MWP
Moller Wealth Partners
$1.67M +$194K 3 0.3% Increased
6425
AWMNY
Arcadia Wealth Management (New York)
New York
$1.67M +$629K 5 0.8% Increased